Forum Discussion
Combining Linear/Nonlinear Budgets
Is the nonlinear budget percentage valid for all the dates in that month? Not cumulative throughout the month?
The nonlinear budget percent is the % of the total budget for the whole year that gets released on that month. So technically yes, it's the same for every date in that month but I'd also like to see it smoothed so that it's cumulative throuhgout the month. Here's an example:
LinearityKey Date Budget % Budget % Cumulative Budget % Smoothed Total Year Budget Budget YTD Budget YTD Smoothed 1.2D 2022-07-04 0.25 0.25 0.008 99.000 24.75 0.80 1.2D 2022-07-05 0.25 0.25 0.016 99.000 24.75 1.60 1.2D 2022-07-06 0.25 0.25 0.024 99.000 24.75 2.40 1.2D … 0.25 0.25 … 99.000 24.75 … 1.2D 2022-07-15 0.25 0.25 0.13 99.000 24.75 12.38 1.2D … 0.25 0.25 … 99.000 24.75 … 1.2D 2022-07-29 0.25 0.25 0.25 99.000 24.75 24.75 1.2D … 0.25 0.25 … 99.000 24.75 … 1.2D 2022-08-01 0.5 0.75 0.267 99.000 74.25 26.40 1.2D … 0.5 0.75 … 99.000 74.25 … 1.2D 2022-08-15 0.5 0.75 0.5 99.000 74.25 49.50 1.2D … 0.5 0.75 … 99.000 74.25 … 1.2D 2022-08-31 0.5 0.75 0.75 99.000 74.25 74.25 1.2D 2022-09-01 0.25 1 0.758 99.000 99 75.08 1.2D … 0.25 1 … 99.000 99 … 1.2D 2022-09-15 0.25 1 0.875 99.000 99 86.63 1.2D … 0.25 1 … 99.000 99 … 1.2D 2022-09-30 0.25 1 1 99.000 99 99 I also just realized that my Nonlinear Budget Table is incorrect. The Budget %'s are not cumulative in the data. Please see the corrected version below.
Task Category First Day of Month DateKey Budget % 1.2 D 2022-07-04 20220704 0.25 1.2 D 2022-08-01 20220801 0.5 1.2 D 2022-09-01 20220901 0.25 1.3.2 B 2022-07-04 20220704 0.125 1.3.2 B 2022-08-01 20220801 0.125 1.3.2 B 2022-09-01 20220901 0.75 3.1.2 A 2022-07-04 20220704 0.7 3.1.2 A 2022-08-01 20220801 0 3.1.2 A 2022-09-01 20220901 0.3 My last comment got deleted so my apologies if this gets posted twice.
Technically yes, the budget percentage is the percent of the total year budget that gets released in that month. Which is why I also would like to see it smoothed. The example below is what I'm looking for.
LinearityKey Date Budget % Budget % Cumulative Budget % Smoothed Total Year Budget Budget YTD Budget YTD Smoothed 1.2D 2022-07-04 0.25 0.25 0.009 99.000 24.75 0.85 1.2D 2022-07-05 0.25 0.25 0.017 99.000 24.75 1.71 1.2D 2022-07-06 0.25 0.25 0.026 99.000 24.75 2.56 1.2D … 0.25 0.25 … 99.000 24.75 … 1.2D 2022-07-15 0.25 0.25 0.13 99.000 24.75 12.38 1.2D … 0.25 0.25 … 99.000 24.75 … 1.2D 2022-07-29 0.25 0.25 0.25 99.000 24.75 24.75 1.2D 2022-08-01 0.5 0.75 0.267 99.000 74.25 26.40 1.2D … 0.5 0.75 … 99.000 74.25 … 1.2D 2022-08-15 0.5 0.75 0.5 99.000 74.25 49.50 1.2D … 0.5 0.75 … 99.000 74.25 … 1.2D 2022-08-31 0.5 0.75 0.75 99.000 74.25 74.25 1.2D 2022-09-01 0.25 1 0.758 99.000 99 75.08 1.2D … 0.25 1 … 99.000 99 … 1.2D 2022-09-15 0.25 1 0.875 99.000 99 86.63 1.2D … 0.25 1 … 99.000 99 … 1.2D 2022-09-30 0.25 1 1 99.000 99 99 I also just realized my Nonlinear Budget Table had cumulative percentages, but in my data they aren't cumulative. I've edited the original comment and I'll provide the revised version below as well.
Nonlinear Budget Table
Task Category First Day of Month DateKey Budget % 1.2 D 2022-07-04 20220704 0.25 1.2 D 2022-08-01 20220801 0.5 1.2 D 2022-09-01 20220901 0.25 1.3.2 B 2022-07-04 20220704 0.125 1.3.2 B 2022-08-01 20220801 0.125 1.3.2 B 2022-09-01 20220901 0.75 3.1.2 A 2022-07-04 20220704 0.7 3.1.2 A 2022-08-01 20220801 0 3.1.2 A 2022-09-01 20220901 0.3 I accidentally replied to your last comment with my response.
I'm not sure why my comment keeps getting deleted. But yes it technically is the budget percentage for the entire month. I'd also like to see it smoothed. I accidentally showed my budget % in a cumulative way, which isn't the case in the data. I've edited the Nonlinear Budget Table in the comment accordingly.
I'm looking for both the Budget YTD and the Budget YTD Smoothed. Here is an example:
Still trying to understand all the mechanics - budgeting is not my forte. If you still need assistance could we maybe start over with a fresh premise so I can ignore all the above changes?
Yes my apologies, somehow all 3 comments got posted after some time passed so it got confusing.
Essentially some tasks are linear, and some are nonlinear. The current data assumes all are linear and does a calculation like so:
Budget = ( [DaysInQuestion] / [DaysInYear] ) * [TotalBudget]
Budget YTD = ( [DaysInQuestionYTD] / [DaysInYear] ) * [TotalBudget]
*Please note that these are imported from Analysis Services so they are static values in the report I am using.
However some tasks don't have linear budgets, which is defined in the 'Linearity Table'. These nonlinear budgets are released in percentages. So for example, the budget for task 1.3.2 only recieves 12.5% of its total budget in July, another 12.5% more of its total budget in August and 75% more of its total budget in September. This means that by September, the task will have access to the full 100% of its total budget ( 12.5% + 12.5% + 75% = 100% ). These values are found in the 'Nonlinear Budget Table'.
I want to be able to see the curve for the nonlinear budgets YTD like the image below. Both smoothed so that the percentage is gradual throughout the month, and with the whole percentage being released in the first day.